Install Analytics Center

To install Analytics Center, do the procedure in this topic

Prerequisites

Good to Know

  • If you have Report Center (sometimes referred to as AgileReports) installed, installing Analytics Center will not uninstall, overwrite, or change your Report Center installation.
  • The installer UI is optimized for system resolutions 1366x768 or 1920x1080 with 100% scaling. If you use other screen resolutions, the installer UI may not display correctly, which can cause installation errors.
  • After you install Analytics Center, if you see errors in the logs, refer to Troubleshooting Analytics Center Installation.

How to Start

If your license key does not include Analytics Center at the time of initial installation or upgrade, or you do not want to install Analytics Center immediately when you are installing or upgrading AgilePoint NX, you can install Analytics Center with a standalone installer.

  1. On your AgilePoint Server machine, open the folder C:\AgilePoint\8.0-Upgrade\Analytics.
  2. Right-click the Setup.exe file, and click Run as Administrator.

    Setup dot exe file

Procedure

  1. On the AgilePoint NX Analytics Center screen, click Install AgilePoint NX Analytics Center.

    AgilePoint NX Analytics Center screen
  2. On the Welcome to AgilePoint Analytics Center Installation screen, click Next.

    Welcome to Analytics Installation screen
  3. On the Prerequisites screen, select all the items on this screen.

    You can click the How Do I Set Up AgilePoint Databases? link to get the documentation.


    Prerequisites screen
  4. Click Next.
  5. On the Verifying System Requirements screen:
    • If there are any errors, correct them. Once you have resolved the issue, click Recheck.

      Verifying System Requirements Error screen AgilePoint SAP Connector
      IssueResolution

      AgilePoint Server is Installed

      Install AgilePoint Server on this machine.

      For more information, refer to Install AgilePoint Server.

      IIS is available

      Install or start an IIS version that is supported by your operating system.

      Current user has local administrator privileges

      Sign in to this machine as a user with administrator privileges.

      User Account Control (UAC) is turned off

      Turn user access control (UAC) off.

      For more information, refer to Turn Off User Account Control (UAC).

      Supported Version of .NET Framework is installed

      Install a supported version of .NET Framework on this machine.

      For more information, refer to System Requirements for AgilePoint Server.

    • If there are no errors, click Next.

      Analytics Center Verifying System Requirements screen
  6. On the License Information screen, complete these fields:

    License Information screen
    Field NameDefinition

    Name

    Function:
    Specifies the first and last name associated with your AgilePoint NX license.
    Accepted Values:
    One line of text that can have spaces.
    Default Value:
    None

    Organization

    Function:
    Specifies the name of your organization.
    Accepted Values:
    One line of text that can have spaces.
    Default Value:
    None

    License Key

    Function:
    Specifies your AgilePoint NX license key.

    For more information, refer to Obtain AgilePoint License Keys.

    Accepted Values:
    An AgilePoint NX license key.
    Default Value:
    If you are upgrading with a license key that includes the Report Center component, the license key displays.
  7. Click Next.
  8. On the AgilePoint Server and Portal Information screen, complete these fields:

    AgilePoint Server and Portal Information screen
    Field NameDefinition

    AgilePoint Server Instance

    Function:
    Specifies the name of AgilePoint Server instance.
    Accepted Values:
    AgilePoint Server instance name.
    Default Value:
    AgilePoint Windows Service

    Portal URL

    Function:
    Specifies the AgilePoint NX Portal Instance URL.

    For more information, refer to Find your Portal Instance URL

    Accepted Values:
    An AgilePoint NX Portal instance URL.
    Default Value:
    The value you entered for the AgilePoint Server installation.

    AgilePoint Server URL (REST)

    Function:
    Specifies the REST URL for your AgilePoint Server instance.

    For more information, refer to Find your AgilePoint Server Instance REST URL.

    Accepted Values:
    [Your AgilePoint NX Portal URL]/AgilePointServer
    Default Value:
    None
    Example:

    https://mydomain.com/AgilePointServer

    The domain name for the production environment changes based on the configuration of your environment. For more information, refer to Find your AgilePoint Server Instance REST URL.

    Domain

    Function:
    The authentication domain for the AgilePoint Service Account.
    Accepted Values:
    An alphanumeric string with no spaces that represents an authentication domain in your environment.
    Default Value:
    The value you entered for the AgilePoint Server installation.

    User Name

    Function:
    Specifies the user name for your AgilePoint Service Account.

    This is the same AgilePoint Service Account you entered for the AgilePoint Server installation.

    Accepted Values:
    A user name for an account with the required privileges specified in Set Up the AgilePoint Service Account.
    Default Value:
    The value you entered for the AgilePoint Server installation.

    Password

    Function:
    The password for the AgilePoint Service Account.
    Accepted Values:
    An alphanumeric string that represents a password.
  9. Click Next.
  10. On the Analytics Center Website Configuration screen, do one of these:
    • If you want to create a website automatically with the information shown on the screen, click Create a website for Analytics Center with the following details.

      Analytics Center Website Configuration screen
    • If you want to create a website manually, click I want to create a Website for Analytics Center, and complete these fields.

      Analytics Center Site Configuration screen
      Field NameDefinition

      Select A Website Name

      Function:
      Specifies the IIS website to use for Analytics Center.

      When you click the Load Load icon button, this field shows the website you created in IIS.

      Accepted Values:
      An IIS website name from the list.
      Default Value:
      A website name from IIS.
      Virtual Directory
      Function:
      Specifies the IIS virtual directory to use for Analytics Center.
      Accepted Values:
      The virtual directory configured for the Analytics Center website in IIS.

      When you select the website from the Select A Site Name field, the virtual directory associated with website shows in this field.

      Default Value:
      None
      Port
      Function:
      Specifies the port number to comnect to Analytics Center.
      Accepted Values:
      The port number configured for your Analytics Center website in IIS.

      When you select the website from the Select A Site Name field, the port number associated with the website shows in this field.

      Default Value:
      None
  11. Click Next.
  12. On the Analytics Center Database Configuration screen, in the Database Authentication tab, enter the connection information for your Analytics Center database.

    Authentication Tab
    Field NameDefinition

    Database Type

    Function:
    Specifies the database technology to store your data.
    Accepted Values:
    • Microsoft SQL Server
    Default Value:
    Microsoft SQL Server

    Windows Authentication

    Function:
    Specifies whether the database connection uses Windows authentication.
    Accepted Values:
    • Selected - The database connection uses Windows Authentication, and the machine's authenticated user connects to the database server.

      If this option is selected, the User and Password fields are not required.

    • Deselected - The database connection does not use Windows authentication.

    User Name

    Function:
    The user name for the account Analytics Center uses to connect to the database.
    Accepted Values:
    An alphanumeric string that contains a user name for the database.
    Default Value:
    sa

    Password

    Function:
    The password for the authentication account.
    Accepted Values:
    An alphanumeric string that represents a password.
    Default Value:
    None

    Database Server

    Function:
    Specifies the server name and domain for the AgilePoint database.
    Accepted Values:
    An alphanumeric string with no spaces that represents a database server name.
    Default Value:
    localhost
    Example:
    • mydatabase
    • mydatabase/WorkflowFolder
  13. Once you enter the Database Server, click Connect to authenticate the database user account and populate the names of the databases on your database server.
  14. On the Select Database tab, select the database, the Analytics Center use:

    Select Database tab
    Field NameDefinition

    Use an existing database

    Function:
    Specifies the name of an existing database you want to use for Analytics Center.
    Accepted Values:
    A database name from the list.

    Create a new database

    Function:
    Specifies the name of a new database you want to create as your Analytics Center database.

    This option is only available if your database is installed on the same machine where you are installing this component.

    Accepted Values:
    One line of text (a string) with no spaces.
  15. Click Next.

    The Analytics Center installation runs. If any error messages shows on the screen, you can use the log messages to troubleshoot the errors. If an error exists, contact AgilePoint Customer Support.


    Deployment screen
  16. After the installation completes, click Next.

    Deployment Successful screen
  17. After the Congratulations message shows, click Finish.

    Installation Finish screen